Lumina Financial Solutions’ Post

Multiply Your Family Savings to boost Up to satisfy Your life Goals with Surety & Ease ...Save Tax While Earning In A Saving plan to Ensure Protection Shield & Tax -free Income....Choose Smartly 💝✅

How did I replace my income last year? 1. Find a problem (64% of Americans are living paycheck to paycheck including 48% of those who make in excess 100k a year) 2. Create a solution (helping you save 5-10% of your income to minimize your tax liability and increase savings). If you don’t save money- it won’t save you. How do you supplement your savings and income? Tonight! ⬇️

January is Financial Wellness Month! What can you do this month to improve your family's financial wellness? Here are a few ideas to get you started: 📋 Create a budget 💰 Establish an emergency fund 💳 Build a debt management plan 🏠 Verify your property tax exemptions 🐖 Save regularly Contact the Leon County Property Appraiser's Office for more information about valuable money-saving property tax exemptions, including homestead exemption! #FinancialWellnessMonth #BudgetingJanuary #WeValueOurCommunity

Learn about a solution that protects your money, grows it, and provides guaranteed lifetime income and tax deferral.

𝗡𝗲𝗲𝗱 𝗮 𝗺𝘂𝗹𝘁𝗶 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗵𝗼𝗺𝗲? Give us a call and let us walk you through some ideas and how you may qualify for the 𝗠𝗛𝗥𝗧𝗖 𝘁𝗮𝘅 𝗰𝗿𝗲𝗱𝗶𝘁. From planning to completion we get you there.

Ever wondered what the tax benefits of a self-directed IRA are? Learn how to invest smarter with Horizon Trust. Have a question about self directing? Send me a message!

Drop “Game Changer” in the comments and we’ll send you the link so that you can start changing your tax game to elevate your home game!

Wondering how to handle taxes on your non-qualified annuity? 🤔  Watch our reel to discover key strategies that can help you manage your tax burden effectively.  Learn how the "last in, first out" rule affects your withdrawals and explore ways to optimize your tax bracket in 2024.  Don't let taxes dictate your financial future—take control today. 📞 Ready for more personalized advice? Book a free consultation with our experts to navigate your annuity options smoothly.  Click the link in our bio. #BusinessOptimization #TaxSeason #FinancialHealth #MaximizeDeductions #SmartFinances #ClaimWhatYouDeserve #HighNetWorthUSA #SavingsPlanUSA #FinanceForAmericans #USAEconomicInsights #WealthPreservationUSA #IncomeGrowthStrategies #AssetManagementUSA

Instead of spending your return on something frivolous this year, why not instead invest it in your personal and financial future? Let’s put that tax return to good use and see what’s on the market this year. Let's see if we can add to your return with some forgivable downpayment assistance. Get in touch today to get started!

Looking for a new home? Did you know it's possible to eliminate the initial escrow deposit at the closing table? I can tell you how to skip this costly pre-payment of taxes and insurance. Let's talk today and see if you’re eligible! 719.266.4038